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Create and Release a New Scorecard

Updated

Learn how to create a new scorecard and release it into a transaction.

How-To: Create a New Scorecard

  1. Open the Scorecards page from the admin menu.image-20230712-145711.png

  1. Click on ‘Create New Scorecard’ button in top rightimage-20230712-151914.png

  1. Configure your scorecard as required (e.g., add scoring rules, scoring weights, configure thresholds, etc.)

  2. When complete, click the ‘Save’ icon to save your scorecard template. Your scorecard will now be saved under and can be accessed from the Drafts section at the bottom of the Scorecard page.image-20230712-152220.png

 

How-To: Release a Scorecard into a Transaction

You can release a scorecard into a transaction in two ways:

  1. From the Scorecard page directly; or

  2. From the Scorecard editor

 

Release from Scorecard page

  1. Open the Scorecard page from the admin menu.image-20230712-145711.png

  1. Find the scorecard template you wish to release into a transaction and click ‘Release’. This will open the template and launch the ‘Release Scorecard’ pop-up.

    image-20230712-152402.png

 

  1. Provide a name for the transaction that will reference the scorecard template and click ‘DONE’. Your scorecard is now enabled in a new a transaction, and you can find the new transaction in the Scorecard Pageimage-20230712-152452.png

 

Release from Scorecard Editor

  1. Open the Scorecard page from the admin menu.

  1. Find the scorecard template you wish to release into a transaction and click its name to open the Scorecard Editorimage-20230712-152642.png

 

  1. Click the 3-dot menu in the top right, then select ‘Release Transaction’

image-20230712-154940.png

  1. Provide a name for the transaction that will reference the scorecard template and click ‘DONE’. Your scorecard is now enabled in a new a transaction, and you can find the new transaction in the Scorecard Pageimage-20230712-152452.png